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Financial Planning: Pershing's Crowley on How His Firm's Wove Tech System Won Over Lincoln Investment
Home About News Press Coverage Financial Planning: Pershing's Crowley on How His Firm's Wove Tech System Won Over Lincoln Investment

  October 20, 2023

Global Head of Pershing Jim Crowley sat down for a Q&A on Lincoln Investment’s decision to transition its self-clearing services to Pershing and use Pershing X’s new wealth management platform Wove.

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